Does the New Tax Law Impact Your Estate Strategy?
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was written before the law changed.
Understanding the Emotions Behind Financial Decisions
February is an interesting month in the financial calendar. The holiday excitement has faded, credit card bills from December have arrived, and tax season is in full swing.